Our Mission

Help clients successfully transition leadership and ownership with confidence – Helping clients put success into their succession plan.

  • Business Succession Planning

    Helping clients prepare for their future by identifying and developing leaders to successfully grow the business as the foundation of the succession plan.

  • Leadership Transition Planning

    Help clients transition leaders who will influence the necessary change to drive the business to new heights.

Coordinating Your Vision – Questionnaire

I appreciate how Jim shares ideas and concepts to challenge my development

As part of the next-generation, I am thankful for the coaching and challenges that Jim brings. Jim cares about our Companies’ success and has been able to lean in and challenge me at the right time. I appreciate how Jim shares ideas and concepts to challenge my development. Jim has helped me learn that our current success driven by preparing future leaders and top performers. Thanks for continuing to challenge me.

John Gravlin

RE Lewis, Inc.